Some features available in older version are not yet available in the new AccountRight or Essentials. We don’t recommend upgrading if your clients use:

M-Powered Payments

multi-currency, negative inventory or multi-location stock tracking

add-ons that use ODBC, but aren't available for the new AccountRight.

How to upgrade a file

To upgrade a file you'll need access to the AccountRight company file. If you don't have the file, you can ask your client to upload a copy of the file for you. The procedures below step you through both options.

Enter the Serial number.You can find the serial number on the Company information window (open your company file and go to Setup >Company Information).

Click Search.The business name and AccountRight product appears.

Click Upgrade now.

If the file doesn't have an active licence agreement, the Product catalogue page displays – choose a Product level and Payer, and click Continue.

Click Upload now.

Find your company file or drag and drop it into the page.

While the file is being upgraded, the file appears in the list of desktop files. You'll also see details of the subscription linked to the business (including the number of licences available to upgrade to the new AccountRight or Essentials) and the upgrade status of the file.

When the upgrade is complete, the business is moved to the list of online files.

If the file doesn't have an active licence agreement, the Product catalogue page displays – choose a Product level and Payer, and click Continue.

Click Request from client.

Fill in your client's details and ask them to upload their latest company file.

Click Confirm and send.

Your client will be able to upload the file directly from the email and the upgrade will then be completed.

While you're waiting for your client to upload their file, the file appears in the list of desktop files. You'll also see details of the subscription linked to the business (including the number of licences available to upgrade to the new AccountRight or Essentials) and the upgrade status of the file.